Personal Tax Manager

Personal Tax Manager

Full-Time 55000 - 70000 £ / year (est.) No working from home possible
Job Search Place Limited

At a Glance

  • Tasks: Manage personal tax portfolios and lead tax planning projects for diverse clients.
  • Company: Join a top accountancy practice in Tunbridge Wells with a focus on work-life balance.
  • Benefits: Enjoy 25 days annual leave, private medical insurance, and a competitive salary.
  • Other info: Flexible full-time and part-time roles available in a dynamic environment.
  • Why this job: Gain autonomy and career progression while working with an experienced team.
  • Qualifications: CTA/ATT/ACA/ACCA qualified with personal tax experience in accountancy.

The predicted salary is between 55000 - 70000 £ per year.

TPF Recruitment, Kes's leading accountancy practice recruitment agency, is partnering with a highly regarded firm of chartered accountants in Tunbridge Wells, Kent, to find a Personal Tax Manager for their successful tax team. This is a fantastic opportunity to join a market‑leading accountancy practice in Tunbridge Wells, where you'll enjoy a high level of autonomy, work alongside an experienced team, and have excellent career progression prospects. Our client offers a dynamic and progressive environment while maintaining a strong focus on work‑life balance. While there is a bias towards personal tax, there is also an opportunity to get involved in corporate tax too, subject to your experience and aspirations. Both full‑time and part‑time applicants will be considered. The firm specialises in owner‑managed businesses across all industries.

Responsibilities:

  • Managing a portfolio of personal clients with complex tax affairs, including UK individuals, HNWIs, and some trusts.
  • Leading tax planning projects, covering non‑domicile issues, onshore and offshore trusts, capital gains tax, and inheritance tax matters.
  • Reviewing and completing complex tax returns.
  • Overseeing the compliance function within your team to ensure deadlines are met.
  • Handling HMRC enquiries and correspondence on both compliance and advisory matters.
  • Managing and mentoring junior staff, supporting their technical and professional development.
  • Assisting Directors with the growth and strategic development of the tax department.

Requirements:

Ideally CTA and/or, ATT/ACA/ACCA qualified, you will have developed a personal tax career within an accountancy practice or specialist tax firm. Your experience will have been developed in any mix of Top Tier, Top Ten, 50, larger regional independent firm background, or specialist tax firm and your background will most likely have focused down the personal tax route with a strong compliance and tax planning skill set.

Benefits:

  • 25‑days annual leave + bank holidays
  • Both full‑time and part‑time applicants will be considered
  • Pension Scheme
  • Private Medical Insurance
  • Death In Service
  • Regional salary in the range of £55,000‑£70,000 and benefits package

Please contact Tristan Finch for more information.

Personal Tax Manager employer: Job Search Place Limited

Join a highly regarded firm of chartered accountants in Tunbridge Wells, where you will thrive in a dynamic and progressive environment that prioritises work-life balance. As a Personal Tax Manager, you will enjoy autonomy in managing a diverse portfolio while benefiting from excellent career progression opportunities and a supportive team culture that fosters professional development. With competitive remuneration and a comprehensive benefits package, this is an exceptional opportunity for those seeking meaningful and rewarding employment.

Job Search Place Limited

Contact Details:

Job Search Place Limited Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Personal Tax Manager

Network Like a Pro

Get out there and connect with people in the industry! Attend networking events, join relevant online groups, and don’t be shy about reaching out to professionals on LinkedIn. We all know that sometimes it’s not just what you know, but who you know!

Ace the Interview

Prepare for your interviews by researching the company and practising common interview questions. We recommend using the STAR method (Situation, Task, Action, Result) to structure your answers. Show them how your experience aligns with their needs, especially in personal tax!

Follow Up

After your interview, don’t forget to send a thank-you email! It’s a great way to express your appreciation and reiterate your interest in the role. We believe this small gesture can make a big difference in leaving a lasting impression.

Apply Through Our Website

Make sure to apply through our website for the best chance at landing that Personal Tax Manager role! We’ve got all the resources you need to showcase your skills and stand out from the crowd. Let’s get you that job!

We think you need these skills to ace Personal Tax Manager

Personal Tax Expertise
Tax Planning
Compliance Management
Complex Tax Returns Preparation
HMRC Correspondence Handling
Portfolio Management
Mentoring and Coaching

Some tips for your application 🫡

Tailor Your CV:Make sure your CV is tailored to the Personal Tax Manager role. Highlight your experience with personal tax, compliance, and any relevant qualifications like CTA or ACA. We want to see how your background fits perfectly with what we're looking for!

Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about personal tax and how you can contribute to our dynamic team. Keep it concise but engaging – we love a good story!

Showcase Your Skills:Don’t forget to showcase your skills in tax planning and client management. Mention any experience with HNWIs or trusts, as this will definitely catch our eye. We’re looking for someone who can hit the ground running!

Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s super easy, and you’ll be able to keep track of your application status. Plus, we love seeing applications come directly from our site!

How to prepare for a job interview at Job Search Place Limited

Know Your Tax Stuff

Make sure you brush up on personal tax regulations and recent changes in legislation. Being able to discuss specific cases or examples from your experience will show that you're not just knowledgeable but also passionate about the field.

Showcase Your Leadership Skills

Since the role involves managing and mentoring junior staff, be prepared to share examples of how you've successfully led a team or supported others in their development. Highlighting your leadership style can set you apart from other candidates.

Prepare for Technical Questions

Expect some technical questions related to tax planning, compliance, and handling HMRC enquiries. Practise articulating your thought process clearly, as this will demonstrate your analytical skills and ability to handle complex tax affairs.

Align with Their Values

Research the firm’s culture and values, especially their focus on work-life balance and career progression. Be ready to discuss how your personal values align with theirs, and why you’re excited about the opportunity to contribute to their dynamic environment.